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Insurance Portfolio Manager

2 weeks ago

Hong Kong, Central and Western District, Hong Kong SAR China HARBRIDGE PARTNERS Full time

Job Title: Insurance Portfolio Manager

About the Role:

We are seeking an experienced Senior Account Manager to join our team at Harbridge Partners Limited. As a key member of our insurance portfolio management team, you will be responsible for building and managing relationships with clients across various industries.

Key Responsibilities:

  • Build, oversee, renew and manage a portfolio of general insurance policies for new/existing corporate clients
  • Actively seek new sales opportunities to expand the existing book
  • Support Marketing/Sales and Renewals of Commercial General Insurance Products (Public Liability, WICA, Property, PI, D&O, etc.)
  • Manage and renew a portfolio of existing group client accounts of various sizes and premium values
  • Assist in mid-term policy adjustment requests and queries which clients might have, as well as client escalations
  • Coordinate the renewal process and paperwork from pre-renewal stage to post renewal until completion of payment
  • Assist in claims assigned, which includes liaising with insurers/clients
  • Draft claims report, depending on client requirements, perform analysis and present to insureds
  • Attend to new business queries from leads harvested through various initiatives
  • Understand clients' needs and propose effective solutions for a range of B2B insurance requirements
  • Develop strong relationships with new/existing clients to seek/expand global opportunities, including cross selling to other lines of business
  • Prepare reports as required and work on RFP's such as tenders
  • Negotiate with, and maintain strong relationships with insurers, ensuring timely delivery of documents, services and solutions
  • Assist in drafting of quotations, and follow on quotations/renewals sent to clients

Requirements:

  • Proactive and service-oriented with a can-do attitude
  • Sales driven, positive and results-oriented
  • Excellent English communication skills
  • Excellent interpersonal & communication skills
  • BCP, PGI and ComGI licenses are required
  • Degree / Diploma Holder
  • Immediately available is highly preferred